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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: dale_laroy who wrote (38273)5/4/2001 1:33:08 AM
From: PetzRespond to of 275872
 
The UMC deal, even if it's a year before they start making CPU's is a good deal because it gives AMD great flexibility for a possible conversion of Fab 25 for flash memory. No one knows how quickly the Flash Market might recover, or not recover.

Something else... it keeps VIA honest because 0.13 Durons (Appaloosae???) make at UMC would be cost-competitive with anything VIA can make at TSMC. Having a wedge to use with VIA is good.

Petz